November 19th  2020 - CMS

OroCRM, a simple and powerful web application to manage your business activity

Control your time with the OroCRM interface, a user-friendly solution well-suited to French enterprises and responsive to today’s e-commerce issues. The strength of the CRM is mainly based on its Open Source version and its capability to face any commercial strategy.

Control your time with the OroCRM interface, a user-friendly solution well-suited to French enterprises and responsive to today’s e-commerce issues. The strength of the CRM is mainly based on its Open Source version and its capability to face any commercial strategy.

OroCRM is a solution completely is fully aligned with user needs, offering from the back-office necessary personalization options while moderating important specific developments.

OroCRM is a solution completely is fully aligned with user needs, offering from the back-office necessary personalization options while moderating important specific developments.

With the integration of OroCommerce, an e-commerce solution designed for B2B, it is now possible to manage both systems from one single environment. This makes the clients’ treatment the main canal in OroCommerce and the one of professional clients in OroCRM solution. As a result, clients’ data and transaction performed are displayed in the account view, whereas activities are displayed in the account activities view. This will also enable you to monitor and foresee benefits generated by future sales.

With the integration of OroCommerce, an e-commerce solution designed for B2B, it is now possible to manage both systems from one single environment. This makes the clients’ treatment the main canal in OroCommerce and the one of professional clients in OroCRM solution. As a result, clients’ data and transaction performed are displayed in the account view, whereas activities are displayed in the account activities view. This will also enable you to monitor and foresee benefits generated by future sales.

A lot of features

  • Contact management (contact record, address book with Google Maps integration, advanced segmentation of your bases, social networks, your interactions history, automatic refilling of company details with a VAT number, etc.);
  • Management of your sales and prospects (simple invoice creation, quote signature, leads and sales phases follow-up, schedule for tasks/meetings/calls, efficient management of your sales team);
  • Billing tool (simple management of your clients invoices, bills and email available templates, integration with more than 30 accounting softwares);
  • 360-degree view of customer datas;
  • Management of marketing campaigns;
  • Customer segmentation and knowledge (data centralization related to your clients);
  • Management of the clients tickets;
  • Management of several canal for reporting information;
  • Management of your accounts;
  • Configurable workflows for commercial processes (configuration, association entity, integration of the IMAP protocol, sale process reports, etc.);
  • Access management (multi-level of organizations, business units and users, security, management of the registration owner);
  • Entities management (configuration of screens, creation of customized entities);
  • List management (rendering enhancement, personalization, update, management of filters, etc.);
  • Reporting engine;
  • Queue management;
  • Management of emails (reporting rule, management of alerting models, etc.)
  • Tag manager by registration at the user and global level.

An easy-going and scalable solution focusing on current marketing and e-commerce technologies

In order to easily go up information such as orders and customer data, the integration is designed for the optimization of today’s relevant e-commerce platforms such as Prestashop, Magento, and so on. This integration represents a major advantage regarding B2B issues.

In order to easily go up information such as orders and customer data, the integration is designed for the optimization of today’s relevant e-commerce platforms such as Prestashop, Magento, and so on. This integration represents a major advantage regarding B2B issues.

Therefore, OroCRM is a customizable Open Source solution that adapts to your specific needs. The features such as customizable fields, the entities creation, the report and workflow engines enable this application to be a bespoke one. Furthermore, OroCRM is designed primarily for the user in order to make the solution easy to pick up.

Therefore, OroCRM is a customizable Open Source solution that adapts to your specific needs. The features such as customizable fields, the entities creation, the report and workflow engines enable this application to be a bespoke one. Furthermore, OroCRM is designed primarily for the user in order to make the solution easy to pick up.

The required environment to install Drupal

  • Apache, Nginx, Hiawatha, Microsoft IIS ou other serveur web with a PHP support;
  • PHP 7.4 or newer versions;
  • MySQL 5.7 (or equivalent), MariaDB 10.2 and newer versions;
  • We recommend you to install an SSL certificate in order to display your website in HTTPS (at the minimum: Let’s Encrypt – free);
  • Any type of LAMP server can fit the purpose (Aqua One, Aqua Pro, VPS, dedicated server).

Concerning a professional-use project, we recommend you to install your website on a VPS (1 vCPU – 2 Go de RAM – 50 Go storage at the minimum). This provides you a greater flexibility to configure the underlying services that are based on a shared hosting.

Concerning a professional-use project, we recommend you to install your website on a VPS (1 vCPU – 2 Go de RAM – 50 Go storage at the minimum). This provides you a greater flexibility to configure the underlying services that are based on a shared hosting.

If you foresee a high volume of traffic with a website containing thousands of pages, think about contacting our commercial or technical team to define your project. In this case, a customized quote would be necessary.

If you foresee a high volume of traffic with a website containing thousands of pages, think about contacting our commercial or technical team to define your project. In this case, a customized quote would be necessary.

Technical recommendations

In order to insure the durability of your website, here are some pieces of advice to secure Drupal:

In order to insure the durability of your website, here are some pieces of advice to secure Drupal:

  • Delete the default Admin account and replace your username (admin) by something more complicated;
  • Change your password at the installation, then regularly;
  • Impose a password change after a defined time
  • Automatically block a user once multiple attempts to log in are made with an incorrect password
  • Do not share your usernames; do prefer the creation of distinct user accounts;
  • Never give your username and password;
  • Do not give the “publisher” role (and even less your FTP access) to someone you do not trust;
  • Install a firewall on your server in order to strengthen the protection;
  • Just keep on database information that is strictly necessary to the website exploitation;
  • Use HTTPS on your backoffice and on conversion tunnels via SSL certificates;
  • Use the 3D Secure (very little waste of customers, real help);
  • Configure the base URLs of your website;
  • Verify the HTML headers;
  • Put in place the crons, maintenance scripts and security patches.

Contact us

Contact us

Any question ? A doubt ? A particular request ? Do not hesitate to contact us by clicking on this button below, we will answer you as quickly as possible.

Any question ? A doubt ? A particular request ? Do not hesitate to contact us by clicking on this button below, we will answer you as quickly as possible.

Did you like this article? You might also like

Nov
2020

Drupal, an easy-going and scalable CMS for any size of project

CMS

Drupal, a powerful and flexible open source CMS for application and website creation: features, technical environment required and recommendations.

Continue
Nov
2020

Magento, the ready to use and optimal for e-commerce number 1 platform

CMS

Overview of the Magento e-commerce CMS: functionalities, evolution of customer satisfaction, necessary technical environment and recommendations.

Continue
Nov
2020

Drupal, an easy-going and scalable CMS for any size of project

CMS

Drupal, a powerful and flexible open source CMS for application and website creation: features, technical environment required and recommendations.

Continue
Nov
2020

Magento, the ready to use and optimal for e-commerce number 1 platform

CMS

Overview of the Magento e-commerce CMS: functionalities, evolution of customer satisfaction, necessary technical environment and recommendations.

Continue
Nov
2020

Drupal, an easy-going and scalable CMS for any size of project

CMS

Drupal, a powerful and flexible open source CMS for application and website creation: features, technical environment required and recommendations.

Continue
Nov
2020

Magento, the ready to use and optimal for e-commerce number 1 platform

CMS

Overview of the Magento e-commerce CMS: functionalities, evolution of customer satisfaction, necessary technical environment and recommendations.

Continue
Need assistance? Call us now!
Call us now! 01 84 04 04 05
Call us now! 01 84 04 04 05
AWS Certified
DC Tier IV